When a SaaS company receives private equity investment, the expectations shift instantly. Forecasting must become more rigorous. Reporting must become more transparent. Burn must be managed with discipline. And financial operations must mature at a pace most internal teams aren’t built for. This is why PE operators and SaaS CFOs increasingly rely on a fractional […]
If you’re leading finance at a private equity (PE)-backed dental service organization (DSO), you’re operating in one of the most demanding environments in healthcare. While private equity ownership offers opportunities, it also entails tight deadlines, specific reporting requirements, and ambitious goals for creating value. As CFO, you’re responsible for integrating acquisitions quickly, shortening close timelines,
If you’re running a SaaS company, you likely already recognize that QuickBooks is a dependable tool for bookkeeping. However, as your business grows, modern SaaS finance requires more than just reliable accounting software. The solution? Building a strategic tech stack around QuickBooks is a move that can elevate your finance team from basic number crunching
Why SaaS Companies Need a Strategy Around QuickBooks for Scalable Growth Read More »
If you operate a medical device distributorship, you understand the unique challenges that come with it: complicated commission structures manufacturer contracts complex inventory management a constant influx of purchase orders and payments representative expenses However, achieving financial clarity as a medical device distributor doesn’t have to be elusive or stressful. While QuickBooks might be a
Managing dental practice accounting today goes far beyond patient care. From dealing with complex insurance reimbursements and multifaceted payroll systems to planning significant equipment investments, many practice owners and CFOs quickly find that traditional bookkeeping falls short of their needs. That’s where dental practice accounting solutions, backed by industry expertise, make all the difference. At
“Our practice management software (PMS) indicates that we collected $120K last month, but our bank shows only $96K. What’s going on?” If you are a CFO or controller handling dental collections reconciliation, this situation probably feels familiar. The discrepancy between what your PMS shows as collected and what actually appears in your bank account is
Dental Collections Reconciliation: When Collections Don’t Match Bank Deposits Read More »
CFOs play a vital role in maintaining fiscal stability and promoting growth within organizations. A key aspect of their role is managing transaction processing, which often harbor inefficiencies that threaten financial health. Modern CFOs are strategic leaders tasked with optimizing this process to prevent cash leakage. Poor cash management leads to excess cash or shortages,
CFOs and Transaction Processing: Stopping Cash Leaks & Driving Growth Read More »
As we enter a new era of digital transformation, CFOs are faced with a crucial question: Is your team prepared for the future? For finance leaders in 2025, upskilling your finance team is no longer just a benefit—it has become essential for determining whether you will stay ahead or fall behind. The stakes are high.
Why Upskilling Your Finance Team Is Your CFO Superpower in 2025 Read More »
As DSOs expand, complexity is inevitable. Each new clinic can bring its systems, billing quirks, and accounting habits, creating complexity in Dental Service Organization accounting. For CFOs and owners, DSO financial consolidation isn’t just a technical exercise; it’s a strategic pillar for scaling without losing visibility or control. Without it, finance leaders often drown in
How Multi-Location DSOs Can Avoid Financial Fragmentation Read More »
Why This Matters to Dental Practice Owners Whether you’re considering opening a second location, joining a Dental Service Organization, or planning to exit your practice in the next 5 to 10 years, your long-term success depends on more than just clinical outcomes. It hinges on how well your financial data tells your story. Most dental
Accounting for Dental Practice Growth & Exit Planning Read More »
